Explore Top Tech Companies
All Filters
Location

Office Type

Industry

Size

Open Jobs

Remote Jobs

Perks

DEI

Tech Stack

Top Charlotte, NC Financial Services Companies (50)

Fintech • Information Technology • Mobile • Payments • Software • Financial Services
10 Offices
2,700 Employees

Want to feel truly valued at work? Check out Q2! Our unique company culture and super-hero employees, are what sets us apart. We know how to get it done and still have fun! Q2 builds the leading mobile banking software platform serving Credit Unions, Banks (large and small), Community Banks and Financial Institutions. Our mission is to build stronger and diverse communities by strengthening their financial institutions. Q2 prioritizes innovation, collaboration and celebrating our employees who make our mission successful. Q2 is a national "Best Place to Work" Award winner 3 years running! Join our "Circle of Awesomeness"! #Q2Peeps


Fintech • Professional Services • Consulting • Energy • Financial Services • Cybersecurity • Generative AI
24 Offices
6,000 Employees

Capco, a Wipro company, is a global management and technology consultancy specializing in driving transformation in the energy and financial services industries. Capco operates at the intersection of business and technology by combining innovative thinking with unrivalled industry knowledge to fast-track digital initiatives for banking and payments, capital markets, wealth and asset management, insurance, and the energy sector. Capco’s cutting edge ingenuity is brought to life through its award-winning Be Yourself At Work culture and diverse talent. TRUSTED ADVISORS - Our collaborative and entrepreneurial approach position us as trusted long-term partners to our clients. DEEP EXPERTISE - Clients look to us for clear guidance, proven expertise, and the support they need to set their companies up for success. DISRUPTIVE SOLUTIONS- We do not provide off -the-shelf answers to clients’ challenges. Instead, we work in close collaboration to understand the issues, and craft disruptive, bespoke solutions. ACCOUNTABILITY AND OWNERSHIP - We recognize every client has distinct needs and expectations, and we take ownership and accountability for the solutions we design, build, and deliver.


Blockchain • Fintech • Mobile • Payments • Software • Financial Services
14 Offices
3,500 Employees

Initially built to take the pain out of peer-to-peer payments, Cash App has gone from a simple product with a single purpose to a dynamic app, bringing a better way to send, spend, invest, borrow and save to our millions of monthly active users. With a mission to redefine the world's relationship with money by making it more relatable, instantly available and universally accessible.


Fintech • Software • Financial Services • App development
Charlotte, North Carolina, USA
120 Employees

Based in Charlotte, DebtBook helps finance teams in local government, higher education, and healthcare manage their debt, leases, and subscriptions in the cloud, driving efficiency, collaboration, transparency, and informed decision-making within their organizations. Built by the industry and for the industry, DebtBook enables organizations to easily implement new accounting standards, such as GASB 87 and GASB 96, and maintain ongoing compliance.


Financial Services
Fort Mill, South Carolina, USA
686 Employees

RoundPoint Mortgage Servicing Corporation was founded in 2007 and is a large, fully integrated, non-bank mortgage lending and servicing company. We are a proud member of the Freedom Mortgage Corporation family of companies. We measure success in many ways—first and foremost by our customers’ satisfaction, in our growth as a company and in the number of people we serve. We have been increasing our leadership status during some of the most challenging years in our industry. We do this by seizing opportunities, seeking out the top talent in the industry and serving our customers with the highest levels of integrity. Our Retail sales team of seasoned mortgage professionals has branches located throughout the country and concentrate on providing specialized local market knowledge. We offer a wide array of mortgage products to meet even the most difficult of lending situations. RoundPoint Mortgage Servicing Corporation actively purchases mortgage servicing rights (MSR) from sellers of Fannie Mae and Freddie Mac loans. We also offer an array of subservicing options that can be customized to meet individual investor needs for both Agency and Non-Agency portfolios. Our multifaceted approach is designed to build collaborative relationships and provide an unmatched level of service for investors and business partners. RoundPoint Mortgage Servicing Corporation also offers a Homeownership Marketplace designed to provide a single location for our customers to better manage and protect their home. We take great pride in our top workplace designation [Charlotte Observer 2020] and our commitment to the 5-E’s: ETHICS, ENERGY, EVERYONE, EXECUTION, EARN IT. NMLS ID # 18188 RoundPoint supports Equal Housing Opportunity For additional information, please visit: nmlsconsumeraccess.org


Financial Services
Charlotte, North Carolina, USA
52 Employees

Doran Jones Inc. (DJI) is the leading financial services Data Engineering and Application Development firm, specializing in Capital Markets, Risk, and Regulatory Compliance. We are US-based, helping our clients fill gaps in capacity and expertise, reduce risk, and accelerate change. Our leaders average over 25 years of experience in Financial Services and Technology. DJI is repeatedly engaged by the largest and most complex clients for our Agile transformation expertise and practical understanding of the critical relationship between data, architecture, and application development. DJI has a mission to place more people from non-traditional backgrounds into sustainable technology careers. Through partnerships with non-profit technology programs in underserved communities and Veteran organizations, candidates transition from tech training programs into real IT careers at DJI. Our unique recruitment policy allows us to create exceptional teams, bringing a broad spectrum of experience to our company and creating anything but a traditional consulting firm. DJI is a wholly-owned subsidiary of McLaren Strategic Ventures, a private equity firm, that invests in start-ups and scale-ups. They provide a full range of highly trusted domain consulting, advisory services, and innovative technologies globally. Doran Jones is able to offer a broad range of technology, deeper AI and machine learning tools, data intelligence, alternative resourcing capabilities, and capital access to invest and digitize at scale. Our clients benefit from this unique portfolio allowing them to accelerate the pace of their own digital transformations through innovative products and services designed around industry-wide issues.


Consumer Web • Fintech • Real Estate • Software • Financial Services
5 Offices
2,000 Employees

Founded in 2016, Better is a digital-first homeownership company whose services include mortgage, real estate, title, and homeowners insurance. We leverage creative technology and innovation to make the homebuying journey more approachable and understandable. Our company is made up of driven, passionate people who bring their unique backgrounds and perspectives to everything we do. We are committed to fostering diversity, multiculturalism, and inclusion. We see the value in each person's perspective and recognize their talents, regardless of what the market says. We believe it's important to nurture a company culture that encourages curiosity and passion—from employee resource groups and learning opportunities to team outings and community outreach.


Fintech • Real Estate • Software • Financial Services • PropTech
3 Offices
235 Employees

Hometap is on a mission to make homeownership less stressful and more accessible. Our home equity investment product provides homeowners with a fast, simple, and straightforward way to access the equity in their home without taking out a loan or having to sell. By investing alongside homeowners, Hometap offers debt-free cash in exchange for a share of their home’s future value — all without any monthly payments over the life of the investment. And its digital platform, the Home Equity Dashboard, empowers homeowners to make informed financial decisions about their home and take action on those decisions with confidence, speed, and ease. Through a combination of financial innovation and best-in-class customer service, Hometap enables people to get more from homeownership so they can get more from life.


Fintech • Financial Services
5 Offices
7,790 Employees

GM Financial is the captive finance company and the wholly owned subsidiary of General Motors and is headquartered in Fort Worth, Texas. The company is a global provider of auto finance solutions, with operations in North America, Latin America and China. Through our long-standing relationships with auto dealers, we offer attractive retail loan and lease programs to meet the needs of each customer. We also offer commercial lending products to dealers to help them finance and grow their businesses. GM Financial employs more than 9,000 hard-working team members, and we're always looking for new people with diverse talents. GM Financial is a workplace where dedicated people have the opportunity to work together and celebrate our successes. Our culture is based on respect, integrity, innovation and personal development. GM Financial is committed to strengthening the communities where we live and work. Each year, we select several philanthropic organizations to support through our Signature Events program. The company and its team members actively support these organizations through many company-wide initiatives; in addition we support numerous other nonprofit organizations through sponsorships and monetary donations.


Financial Services
Charlotte, North Carolina, USA
57 Employees

Advanced Markets Group (AMG) was established in 2006. AMG developed its Direct Market Access (DMA) model enabling qualified individuals and institutions to trade directly on prices streamed live by the world’s leading FX banks and ECN platforms, all via a robust technology infrastructure with front-end and FIX API trading interfaces. Advanced Markets does not maintain a dealing desk, does not take position risk and does not re-quote or re-price transactions. The firm is institutionally-owned by Macquarie Bank, BGC Partners and firm management and is headquartered in Charlotte, North Carolina, USA. AMG is licensed in the UK by the Financial Conduct Authority (FCA) and in Australia by ASIC.


Financial Services
Charlotte, North Carolina, USA
12 Employees

Pensford was formed in April 2009 with the intent of leveling the playing field for derivatives between borrowers and banks. Founded by experienced derivative professionals, Pensford brings the same expertise the bank has representing it to the borrower’s side of the table. Since its inception in 2009, Pensford has helped execute over $4 Billion in derivative transactions, all at substantial savings to borrowers. We are sensitive to the relationship between borrower and lender and we will never jeopardize that. Pensford maintains very good working relationships with all banks. We provide insight, suggestions, and transparency to every transaction, but at all times our clients are in control of the negotiation process. We do not direct business away from the lender; we simply ensure that our clients receive a fair and transparent deal. Pensford specializes in: New swaps and modifications Interest rate cap auctions Negotiating ISDA’s Terminating existing derivatives at par MTM and FAS 133/157 guidance Rate locks on permanent financing Defeasance Yield maintenance verification


Fintech • Financial Services
11 Offices
233,000 Employees

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with approximately $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through more than 7,300 locations, 12,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in over 40 countries and territories to support customers who conduct business in the global economy. With approximately 250,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 41 on Fortune’s 2022 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories. Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation. © 2016 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.


Financial Services
Fort Mill, South Carolina, USA
4,443 Employees

We are an Impact Lender. We exist to love and value people by leading a movement of change in our industry, corporate cultures and communities. #MortgagesThatMeanMore https://www.nmlsconsumeraccess.org/ https://movement.com/legal NMLS 39179


Financial Services
Charlotte, North Carolina, USA
14 Employees

Scharf Pera & Co., PLLC is a Charlotte area firm of highly trained certified public accountants and consultants. More than just another office of bean-counters and number-crunchers, ours is a team of business owners and professionals who understand the many demands on businesses and individuals. We don’t hire one-dimensional tax preparers, and we don’t take a narrowly focused approach to financial matters. Our personnel are encouraged to take initiative, take aggressive stands, and explore all avenues that might save you money or add value to your business.


Fintech • Financial Services
Charlotte, North Carolina, USA
1,777 Employees

Barings is a $382+ billion* global investment manager sourcing differentiated opportunities and building long-term portfolios across public and private fixed income, real estate, and specialist equity markets. With investment professionals based in North America, Europe and Asia Pacific, the firm, a subsidiary of MassMutual, aims to serve its clients, communities and employees, and is committed to sustainable practices and responsible investment. *Assets under management as of 6/30/21


Financial Services
Charlotte, North Carolina, USA
175 Employees

Deephaven Mortgage® LLC. All rights reserved. This material is intended solely for the use of licensed mortgage professionals. Distribution to consumers is strictly prohibited. Program and rates are subject to change without notice. Not available in all states. Terms subject to qualification. NMLS #958425 Disclosures & Licenses: https://deephavenmortgage.com/disclosures-and-licenses/ NMLS Consumer Access: http://nmlsconsumeraccess.org/


Financial Services
Charlotte, North Carolina, USA
36 Employees

Falfurrias Capital Partners is a Charlotte-based private equity investment firm that acquires or invests in lower, middle-market businesses. The firm was founded in 2006 by Hugh McColl, Jr., the former Chairman and CEO of Bank of America, and Marc Oken, the former CFO of Bank of America.


Financial Services
Charlotte, North Carolina, USA
30 Employees

Miller, McNeish & Breedlove, PLLC is an accounting firm in Charlotte, NC offering tax preparation and financial consulting services. The firm has been in existence since the mid-70s, and is currently managed by two operating partners. We specialize in offering financial services to high net worth families and individuals, as well as small to mid-size businesses. We don’t focus on any particular industries; currently, our client base includes real estate developers, real estate holding companies, broadcasters, television stations, professional sport athletes, legal practices, medical practices, restaurants and shopping centers. Our highly-experienced, knowledgeable CPAs excel in providing exceptional financial services tailored to our clients’ unique needs. Our range of services offerings include: ● Taxation ● Family business consulting ● Litigation support ● Cost segregation studies ● Assurance ● Corporate outsourcing and consulting ● Estate, gift and trust planning ● Bookkeeping and accounting services Our managing partners and employees take pride in always offering the consistently high-quality custom-tailored financial services our clients have come to expect from our CPAs. Looking for an opportunity to further develop your career as a CPA? The partners and managers at Miller, McNeish & Breedlove, PLLC. strive to create and maintain a challenging and rewarding work environment. Employee benefits at our firm include: ● Competitive salaries ● Discretionary bonuses based on performance ● Flexible work environment ● Paid time off ● Comp time for tax season hours ● Paid holidays ● Disability and life insurance ● Financial assistance with certification exams ● 401(k) with employee contribution ● Medical insurance coverage ● Free parking


Fintech • Financial Services
Charlotte, North Carolina, USA
679 Employees

Wyndham Capital Mortgage’s corporate culture empowers our employees. We strive to facilitate a greater sense of purpose in your jobs and lives, and your involvement will translate directly into continuous improvement in our systems and processes. In an empowered organization, you bring your best ideas and initiatives to the table with a sense of excitement, ownership and pride. We also believe in a deeply rooted culture based on caring for our employees in ways that will empower them to care for each other and our customers. Our employees are our most valuable asset and we want to ensure they know this every day. We value our employees as unique and talented individuals and believe they will be more inherently fulfilled as professionals in an environment where their strengths can be leveraged in a meaningful way. We also believe in a culture based on growth and development and invest heavily in personal development and corporate training. Fast Facts: • Founded in Charlotte, NC by current CEO, Jeff Douglas, in 2001 • Funded over 20,000 loans representing several billion dollars in loan volume • Full service, direct lender with in-house processing, underwriting, closing, and funding • In-house secondary team for best execution pricing strategy and more competitive rates • Wide array of products and programs for tailoring consumer loan options • World-class technology and proprietary loan processes • As a direct lender, we control the entire process from start to finish • We demonstrate genuine care for our clients well being by maintaining the highest level of integrity which creates the kind of customer experience that earns us clients for life


Fintech • Financial Services
4 Offices
1,349 Employees

Founded more than 25 years ago, Indecomm blends intelligent automation and SaaS with deep mortgage banking expertise to deliver groundbreaking mortgage innovations that help businesses optimize operations and achieve competitive advantage. Backed by a 1500-strong global workforce, Indecomm’s automation-as-a-service approach benefits mortgage organizations, enabling them to offer better borrower experiences by streamlining middle and back-office operations. Indecomm takes an automation-first approach, partnering with large and mid-sized lenders, servicers, mortgage insurers, and title companies to create efficiencies at every phase of the mortgage lifecycle. Specifically, Indecomm products and services leverage robotics process automation (RPA), supervised automation, and machine learning to tackle the industry’s most complex operational challenges.


Explore Top Tech Companies on Built In

Work Your Passion. Live Your Purpose.

Industry

Charlotte 3D Printing CompaniesCharlotte 3PL: Third Party Logistics CompaniesCharlotte AdTech CompaniesCharlotte Aerospace CompaniesCharlotte Agency CompaniesCharlotte Agriculture CompaniesCharlotte Analytics CompaniesCharlotte Angel or VC Firm CompaniesCharlotte App development CompaniesCharlotte Appliances CompaniesCharlotte Artificial Intelligence CompaniesCharlotte Automation CompaniesCharlotte Automotive CompaniesCharlotte Beauty CompaniesCharlotte Big Data CompaniesCharlotte Big Data Analytics CompaniesCharlotte Biotech CompaniesCharlotte Blockchain CompaniesCharlotte Business Intelligence CompaniesCharlotte Cannabis CompaniesCharlotte Chemical CompaniesCharlotte Cloud CompaniesCharlotte Co-Working Space or Incubator CompaniesCharlotte Computer Vision CompaniesCharlotte Consulting CompaniesCharlotte Consumer Web CompaniesCharlotte Conversational AI CompaniesCharlotte Coupons CompaniesCharlotte Cryptocurrency CompaniesCharlotte Cybersecurity CompaniesCharlotte Data Privacy CompaniesCharlotte Database CompaniesCharlotte Defense CompaniesCharlotte Design CompaniesCharlotte Digital Media CompaniesCharlotte eCommerce CompaniesCharlotte Edtech CompaniesCharlotte Energy CompaniesCharlotte Enterprise Web CompaniesCharlotte Esports CompaniesCharlotte Events CompaniesCharlotte Fashion CompaniesCharlotte Financial Services CompaniesCharlotte Fintech CompaniesCharlotte Fitness CompaniesCharlotte Food CompaniesCharlotte Gaming CompaniesCharlotte Generative AI CompaniesCharlotte Greentech CompaniesCharlotte Hardware CompaniesCharlotte Healthtech CompaniesCharlotte Hospitality CompaniesCharlotte HR Tech CompaniesCharlotte Industrial CompaniesCharlotte Information Technology CompaniesCharlotte Infrastructure as a Service (IaaS) CompaniesCharlotte Insurance CompaniesCharlotte Internet of Things CompaniesCharlotte Kids + Family CompaniesCharlotte Legal Tech CompaniesCharlotte Logistics CompaniesCharlotte Machine Learning CompaniesCharlotte Manufacturing CompaniesCharlotte Marketing Tech CompaniesCharlotte Metaverse CompaniesCharlotte Mobile CompaniesCharlotte Music CompaniesCharlotte Nanotechnology CompaniesCharlotte Natural Language Processing CompaniesCharlotte News + Entertainment CompaniesCharlotte NFT CompaniesCharlotte On-Demand CompaniesCharlotte Other CompaniesCharlotte Payments CompaniesCharlotte Pet CompaniesCharlotte Pharmaceutical CompaniesCharlotte Productivity CompaniesCharlotte Professional Services CompaniesCharlotte PropTech CompaniesCharlotte Quantum Computing CompaniesCharlotte Real Estate CompaniesCharlotte Renewable Energy CompaniesCharlotte Retail CompaniesCharlotte Robotics CompaniesCharlotte Sales CompaniesCharlotte Security CompaniesCharlotte Semiconductor CompaniesCharlotte SEO CompaniesCharlotte Sharing Economy CompaniesCharlotte Social Impact CompaniesCharlotte Social Media CompaniesCharlotte Software CompaniesCharlotte Solar CompaniesCharlotte Sports CompaniesCharlotte Telehealth CompaniesCharlotte Transportation CompaniesCharlotte Travel CompaniesCharlotte Utilities CompaniesCharlotte Virtual Reality CompaniesCharlotte Wearables CompaniesCharlotte Web3 Companies